Investment Specialist Trainee
Bank of America
This job at a glance
- Who can apply
- New grads, no experience needed · Diploma
- Must know
- SalesAccount management
- Work
- On-site in Riverside
- Pay
- Not stated by the employer.
- Skill demand
- Sales34%Account management6%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 10, 2026 · still open
Sign in free to see which of these skills your resume already shows.
About the Role
This job is responsible for providing phone-based services to clients, taking inbound service calls daily to solve for financial needs. The role involves deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Key Responsibilities
- Identifies clients’ needs and finds proper solutions by referring sales opportunities to specialist and sales teams.
- Focuses daily on service to sales with existing Merrill clients.
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions to support financial goals.
Requirements & Tech Stack
- Security Industry Essentials (SIE) exam.
- Series 7 license.
- Series 66 license.
- High School Diploma / GED / Secondary School or equivalent.
- 1st shift (United States of America).
- 40 Hours Per Week.
Qualifications
- Client-focused with a passion for excellence and a positive team attitude.
- Self-motivated, goal-oriented, and able to multitask in a fast-moving, performance-based environment.
- Ability to identify clients’ needs and find proper solutions by referring sales opportunities to specialist and sales teams.
- Effective communicator with an aptitude for sales and relationship management.
- Strong computer skills.
- Prepared to pass licensing exams – SIE, Series 7, and Series 66.
- Desire to establish a long-term career in the financial services industry.
- Ambitious, disciplined, hardworking, resilient, and willing to learn.
Desired Qualifications
- Bachelor’s Degree in a related field or 1+ years of experience in a performance-based environment.
- FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses.
- Leadership capabilities.
Skills
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification